+180.0%
HIMS vs CHD
+41.2%
+138.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.8% |
| 7D | -1.4% | -4.7% | +3.4% | -1.8% |
| 30D | -10.1% | -8.3% | -1.7% | -10.8% |
| 3M | -1.2% | -4.0% | +2.8% | -1.5% |
| 6M | +16.9% | -6.5% | +23.4% | +16.8% |
| YTD | -15.5% | +13.1% | -28.6% | -14.5% |
| 1Y | -42.6% | +2.3% | -44.9% | -42.2% |
| 3Y | +320.2% | +1.8% | +318.4% | +319.1% |
| 5Y | +215.0% | +20.6% | +194.5% | +215.9% |
| All | +180.0% | +41.2% | +138.8% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CHD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling